Digital Finance Analytics (DFA) Blog
"Intelligent Insight"
Sam Kerr from Nucleus Wealth and I consider the differences between investing and speculating – a very appropriate conversation given the current market sentiment. Have an investment plan and stick to it!.
Go to the Walk The World Universe at https://walktheworld.com.au/
Join us for a live discussion as I explore the real estate industry with Executive Chair at LongView. LongView aims to help people successfully invest and manage their properties over the long term. With serious Silicon Valley data analytics, finance expertise and arguably the strongest property management team in Melbourne, they help over 4,000 property investors with over $7Bn of residential property investments.
On this channel we provide a platform for a wide range of views and opinions, so people can make more informed decisions. However, sometimes those views will grate with commonly held opinions. As Philosophy is fundamentally about examining underlying assumptions about how things are, this is potentially a good thing. But some may be troubled by this – if so, you may want to watch something else!
Robert Kiyosaki is an American businessman and author. Kiyosaki is the founder of Rich Global LLC and the Rich Dad Company, a private financial education company that provides personal finance and business education to people through books and videos.
We discussed the current economic outlook, what is currently in play. He suggests we have lost the central tenant of Capitalism…. entrepreneurship.
He joined me for a discussion ahead of an upcoming event. He will take part in a free online seminar – The Masters of Wealth Property Summit – on Saturday 22 January 2022. He will be joined by Australia’s millionaire property investor George Markoski, and anyone can register for the free event at www.mastersofwealth.net.
I am not associated with the event, and do not endorse the opinions offered.
Go to the Walk The World Universe at https://walktheworld.com.au/
In today’s show we round up the market action for the week, as the Fed put the interest rate cat among the pigeons, markets saw significant rotation away from tech stocks, and inflation fears continued to take hold. What we are not seeing yet are the practical effects of the informal COVID driven lock downs as more businesses and households are being impacted, and as confidence takes a hit. Another reason to believe the uncertainty will continue.
In the US , the S&P 500 closed down Friday, marking its worst weekly start to a year since 2016 amid pressure from tech stocks as Treasury yields continued to rally on rate hike expectations despite a mixed monthly job report.
Go to the Walk The World Universe at https://walktheworld.com.au/
0:00 Start
0:19 Introduction
1:30 US Jobs Report
5:40 Yields Higher And Fed Catch-Up
7:30 US Markets
8:45 Gamestop and NFT
11:30 Gold Still Weak
13:40 Oil
17:00 US Consumer Credit Up
18:20 Europe
19:40 China Economy
20:50 China Property
24:00 China Credit
26:00 Olympics
28:20 Australian Market
30:45 PayPal Stable-coin
33:05 Summary and Close
This is an edited edition of our latest live show, a discussion with Tony Locantro from Alto Capital a full service investment and corporate advisory firm. Tony will share some of his small cap analysis, as well as a broader perspective on the markets. You can ask a question live.
Go to the Walk The World Universe at https://walktheworld.com.au/
Join us for a live discussion with Tony Locantro from Alto Capital a full service investment and corporate advisory firm. Tony will share some of his small cap analysis, as well as a broader perspective on the markets. You can ask a question live via YouTube Chat.
This is an edited version of our latest live show as I discuss the risk of another lost decade with regard to the Australian economy with Leith van Onselen who in the Chief Economist at Nucleus Wealth and writes as the Unconventional Economist at MacroBusiness.
Leith has previously worked as an economist at the Australian Treasury, Victorian Treasury and Goldman Sachs. He has a strong background in economic policy and financial sector regulation. Leith holds a Bachelor of Commerce (Honours) degree from Melbourne University and a Graduate Diploma of Applied Finance and Investment from the Securities Institute of Australia (now FINSIA). Leith can also be found on twitter: twitter.com/leithvo
Go to the Walk The World Universe at https://walktheworld.com.au/
Wall Street finished lower on Friday, weighed down by Big Tech as investors worried about the Omicron coronavirus variant and digested the Federal Reserve’s decision to end its pandemic-era stimulus faster.
Stock moves were magnified by intense activity in the options market, potentially making Friday one of the busiest trading days of the year due to the S&P Dow Jones Indices quarterly re-balance, which comes into effect after markets close on Friday. It is also “quadruple witching” day in U.S. markets, when options and futures on indexes and equities expire. With options expiring, volume on U.S. exchanges jumped to 16.6 billion shares, far above the 11.9 billion average over the last 20 trading days on Friday.
The latest edition of our finance and property news digest with a distinctively Australian flavour.
Go to the Walk The World Universe at https://walktheworld.com.au/
Markets in the US had a strong end to the week, as investors reacted to the fact that November’s consumer prices gains met expectations, and continue to hope it will fall back, so easing pressure on the Federal Reserve to accelerate it taper and the timing of a rate hike.
Looking to next year, supply chain challenges will continue to drive up prices in the near term but are expected to fade as Americans shift toward more normal consumption patterns. Still, other factors, like labor constraints and housing costs, may keep inflation elevated.
The CPI report from the Labor Department showed consumer prices surged last month to a 6.8% annual growth rate, the highest reading in more than 39 years.
While that was distorted to a degree by upheavals in prices a year ago due to the pandemic, the core rate — which strips out more volatile food and energy prices – also hit a 30-year high of 4.9%. The headline rate rose by 0.8% on the month and the core rate by 0.5%, both chunky increases that suggest that companies are still able to pass on higher costs to their customers more or less at will.
CONTENTS
0:00 Start
0:17 Introduction
1:57 US CPI
4:00 Inflation – Here To Stay?
7:00 Political Reaction
7:45 Market Movements
10:29 Coffee Futures
12:03 Short Sellers Under Scrutiny
12:57 UK Markets on Plan B
15:15 You Can’t “Invest” In Crypto
17:40 China Evergrande
18:45 WCI Index Up Again
19:25 Australian Market
21:38 Summary and End
Go to the Walk The World Universe at https://walktheworld.com.au/
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Peter Schiff is an American stock broker, financial commentator, and radio personality. He is CEO and chief global strategist of Euro Pacific Capital Inc., a broker-dealer based in Westport, Connecticut.
We discussed the latest ructions of the markets, whether we need Central Banks, and of course the role of gold in the financial system ahead.
Bestselling author and economic forecaster Harry Dent will debate Peter Schiff, American stockbroker, financial commentator, radio personality and the leading gold bug in the US in the ECONOMIC GLOBAL CRISIS DEBATE live online at 11am Tuesday 7th December 2021 with free registration at www.greatdebate2021.com
Both Harry and Peter agree there will be a major financial collapse in 2022however Peter says gold will skyrocket and the US dollar will go down like a hot knife through butter after the imminent biggest market crash in history. Dent argues that gold has no currency value and disagrees about the US dollar going down. He challenges people to take a gold coin to a grocery store and try to buy something with it. Since gold doesn’t circulate throughout the economy, he believes this to be one reason its price will crash.
Safe havens to invest? Dent believes US treasury bonds and quality bonds will become the new safe haven after the economic downturn while Peter sees Gold as the ultimate safe haven.
Go to the Walk The World Universe at https://walktheworld.com.au/